Timothy Waswick is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles in construction and general contracting, alongside ongoing ownership of service-related businesses such as Aspen Tree Service and Lyle Services, LLC. He is also involved in small business ownership outside the financial sector. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Ropal Anderson is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and is also the owner of Lapor Tax Services LP, a non-investment related business. Additionally, he has a long tenure with AT&T Inc. since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while utilizing a tiered wrap fee structure.

Stacy Tuma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with five years of industry experience. She has worked at Primerica Advisors since 2020 and previously was employed at MassMutual. Outside of her advisory role, she owns ClkCourse with Stacy, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio approaches supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked at Primerica Advisors since 2007 and has a background in real estate with Keller Williams Realty Lake Cities from 2014 to 2019. In addition to his advisory role, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Julian Correa Estrada is a Series 66 licensed financial advisor with Primerica Advisors, based in Allen, TX, and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, and Wells Fargo Bank. Outside of financial services, he has freelanced in fragrance sales at Macy’s department store and worked with Coworx Staffing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and provides services through a large network of financial advisors across multiple offices.

Eddy Villaseca is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include work with PFS Investments Inc. and Primerica Financial Services, as well as experience at Gensler. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm operates at scale with several thousand advisors and offices, offering model-based investment strategies through third-party asset managers.

Eric Bush is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2002. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors. The firm utilizes model-driven investment strategies overseen by third-party managers and emphasizes advisory services for individual investors rather than institutional portfolios.